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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
951
Csenge Advisory Group
Florida
$1.87M +$1.16M +12,220 +165%
SG
952
StoneX Group
New York
$1.87M +$42.4K +447 +2%
LAM
953
Lummis Asset Management
Texas
$1.87M -$22.4K -236 -1%
IIC
954
Integrated Investment Consultants
Michigan
$1.86M -$520K -5,479 -22%
ZIG
955
Zullo Investment Group
Pennsylvania
$1.85M -$28.1K -296 -2%
SAM
956
Smartleaf Asset Management
Massachusetts
$1.84M +$514K +5,414 +40%
FFA
957
Farther Finance Advisors
California
$1.84M +$220K +2,323 +14%
CSIC
958
Clifford Swan Investment Counsel
California
$1.83M – – –
BLC
959
Brown, Lisle/Cummings
Rhode Island
$1.83M – – –
MC
960
Machina Capital
France
$1.81M -$3.26M -34,378 -64%
JWM
961
Jeppson Wealth Management
California
$1.81M -$25.2K -265 -1%
FFN
962
Focus Financial Network
Minnesota
$1.8M -$38.3K -403 -2%
BRWA
963
B. Riley Wealth Advisors
Florida
$1.79M +$181K +1,907 +11%
NEI
964
Northwest & Ethical Investments
Ontario, Canada
$1.79M -$7.59K -80 -0.4%
SWK
965
Stephen W. Kidder
$1.79M +$738K +7,770 +70%
NAM
966
NorthCrest Asset Manangement
Minnesota
$1.79M +$155K +1,628 +9%
TF
967
TLWM Financial
Texas
$1.79M +$102K +1,076 +6%
VIA
968
Virtus Investment Advisers
Connecticut
$1.79M +$131K +1,379 +8%
SSIM
969
Sheets Smith Investment Management
Texas
$1.78M +$1.42K +15 +0.1%
SWA
970
Stratos Wealth Advisors
Ohio
$1.77M +$154K +1,627 +10%
RC
971
RBF Capital
California
$1.77M – – –
AFG
972
Atomi Financial Group
New York
$1.77M +$223K +2,351 +15%
WCM
973
Whitener Capital Management
North Carolina
$1.76M +$31.9K +336 +2%
GAA
974
Guardian Asset Advisors
Pennsylvania
$1.74M +$98.6K +1,039 +6%
BOH
975
Bank of Hawaii
Hawaii
$1.73M +$108K +1,135 +7%
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